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Tag "Equities"

The case for emerging market small-cap equities

The case for emerging market small-cap equities

🕔17:29, 15.Jun 2022

In today’s environment, small-capitalization stocks in emerging markets (EM) offer compelling reasons for consideration. We believe this universe has big potential, may deliver consistent returns, and can provide diversification in portfolios. The case for active management in this space is

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Betere manieren om de wereld te voeden

Betere manieren om de wereld te voeden

🕔09:58, 15.Jun 2022

Voedselzekerheid is door de Oekraïnecrisis een nog urgenter wereldwijd probleem geworden. Beleggers kunnen helpen om oplossingen te bedenken – van boer tot bord. De forse stijging van de voedselprijzen en de bevoorradingsproblemen, die nog verergerd werden door de Russische invasie

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A time for dividends to shine

A time for dividends to shine

🕔10:09, 14.Jun 2022

The past decade has been an exceptionally profitable period to be invested in global equity markets, with the MSCI AC World Index averaging 10.6% per annum in the 10 years to 31 March 2022*. Solid GDP growth, low interest rates

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Barometer: Voorzichtigheid is de moeder van de porseleinkast

Barometer: Voorzichtigheid is de moeder van de porseleinkast

🕔10:27, 13.Jun 2022

De stijgende reële rentevoeten en de bezorgdheid over de vooruitzichten voor de wereldeconomie wegen op onze vooruitzichten voor aandelen, wat ons ertoe aanzet onze allocatie naar onderwogen te verlagen Activatoewijzing: een zenuwoorlog Inflatie Oorlog COVID Deze eisen elk hun tol

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Gauging Direct and Indirect Exposures to the Outbreak of War

Gauging Direct and Indirect Exposures to the Outbreak of War

🕔14:32, 9.Jun 2022

The ongoing conflict in Ukraine offers lessons for navigating the effects of future crises on equity portfolios. Beyond the more obvious dynamics, we have observed that U.S. stocks have other forms of direct and indirect exposures to this conflict. These

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Do public equities have a role to play in impact investing?

Do public equities have a role to play in impact investing?

🕔09:05, 8.Jun 2022

Impact Investing In terms of asset class, impact investing has traditionally been associated with private capital. Public equities make up just 17% of the USD 502 billion in assets managed in impact strategies1 , a negligible amount compared with the

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Contained EM inflation and higher real yields suggest relative value in local markets

Contained EM inflation and higher real yields suggest relative value in local markets

🕔08:30, 2.Jun 2022

The recent surge in commodity prices has amplified the acceleration in inflation that we have been seeing globally, arising from disruption to global supply chains caused by the pandemic. Expectations just a few months ago were that the drivers …

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Why I like Chinese equities

Why I like Chinese equities

🕔14:25, 1.Jun 2022

Chinese equities have recently outperformed other regions (while bonds have done the reverse). We ask whether this is a dead-cat bounce or the start of a new trend. There are many worries about Chinese stocks but we suspect a lot

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ESG in de Praktijk Eric Borremans over duurzaam beleggen

ESG in de Praktijk Eric Borremans over duurzaam beleggen

🕔12:48, 1.Jun 2022

De bedrijven van morgen moeten rekening houden met hun werknemers en klanten, het milieu en de maatschappij – en wij moeten de juiste tools hebben om ze te analyseren, zegt Head of ESG Eric Borremans. Hoe hebben duurzame effecten gepresteerd

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Bringing balance back to capitalism: the next decade

Bringing balance back to capitalism: the next decade

🕔10:12, 1.Jun 2022

Since the 1980s, the global economy has been fuelled by an asymmetric capitalism. Significant interventions by governments (fiscal policy) and central banks (rates and QE), particularly during the Covid pandemic over the last two years, have resulted in disparity of

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Markets Continue to Discount That the Fed Will Achieve a Soft Landing; Is That Likely?

Markets Continue to Discount That the Fed Will Achieve a Soft Landing; Is That Likely?

🕔08:42, 1.Jun 2022

Earnings are priced in to keep rising while inflation is priced in to fall. It rarely works out that way. US equities are down about 10% so far this year, but until the last couple of days, this was driven

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Globalisation: the reports of its demise are greatly exaggerated

Globalisation: the reports of its demise are greatly exaggerated

🕔22:28, 31.May 2022

Are we witnessing the end of globalisation or are reports of its demise greatly exaggerated? Talha: Globalisation is the process of growing interdependence between the global economies as measured through cross-border trade, finance, information and migration flows. Historically, globalisation has

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Recession risks rise as inflation takes its toll

Recession risks rise as inflation takes its toll

🕔15:20, 31.May 2022

Economic and Strategy Viewpoint Q2 2022 – The peak in global inflation is probably not far away, but there are several reasons to think that it will fall relatively slowly. Lockdowns in China have caused bottlenecks in global supply chains

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Hoe de crisis tussen Rusland en Oekraïne de vooruitzichten voor beleggers in opkomende markten verandert

Hoe de crisis tussen Rusland en Oekraïne de vooruitzichten voor beleggers in opkomende markten verandert

🕔17:04, 30.May 2022

We kijken naar het belang van de Russische invasie van Oekraïne voor opkomende markten op de middellange en lange termijn. De Russische invasie van Oekraïne heeft de aandelen- en obligatiemarkten wereldwijd in beroering gebracht. Maar in de opkomende markten zullen

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Global Dividend Index

Global Dividend Index

🕔11:58, 26.May 2022

Global dividends jumped 11% in Q1 2022 to a first-quarter record of $302.5bn . Underlying growth was even stronger at 16.1%. Every region saw double-digit growth due to a stronger economic backdrop and the ongoing catch-up in payments following the

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Growing Risks on the Horizon

Growing Risks on the Horizon

🕔08:45, 25.May 2022

April saw the coordinated bond and equity sell-off continue as the ECB joined the increasingly hawkish tone out of the Fed and added to heightening growth concerns in the month. Indeed, this shifting in the growth-inflation balance is …

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“Slowflation” is becoming a reality

“Slowflation” is becoming a reality

🕔08:52, 24.May 2022

The chance to see a positive resolution between Russia and Ukraine has continued to decline. Conversely, ongoing geopolitical tension appear to be the new reality – so market participants will just have to get used to it. Unlike in recent

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Defensive Equities: Tactical or Strategic?

Defensive Equities: Tactical or Strategic?

🕔11:28, 16.May 2022

For an industry largely founded on assumptions based on historical averages, investors can have surprisingly short memories. Recency bias – the tendency to give greater importance to recent events than to the long term – is difficult to overcome, even

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Barometer: Een wreed april kan het dieptepunt markeren

Barometer: Een wreed april kan het dieptepunt markeren

🕔09:41, 16.May 2022

Aandelen hadden in april te lijden onder een flinke selloff, maar er zijn aanwijzingen dat beleggers te bearish zijn. Het beleggingsklimaat lijkt moeilijker te worden. De wereldwijde economische groei vertraagt, de inflatie neemt toe, er lijkt geen oplossing in zicht

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Investor Guide: Building Resilient Portfolios in an Inflationary Environment

Investor Guide: Building Resilient Portfolios in an Inflationary Environment

🕔08:58, 12.May 2022

Inflationary pressures will likely peak but not disappear Inflation, once thought transitory, now appears more durable. Supply-demand imbalances, while an expected aspect of the economic cycle, have been exacerbated by the unprecedented nature of pandemic shutdowns. The workforce remains constrained

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The causes and course of inflation

The causes and course of inflation

🕔15:49, 10.May 2022

Recent conversations with investors reveal a lot of confusion about what causes inflation and what the future path will be. We take a look at various explanations including a Malthusian view of longterm drivers, shorter-term views of more proximate drivers

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A difficult balancing act

A difficult balancing act

🕔10:10, 9.May 2022

Global equities retreated in the first quarter of 2022 in the face of higher inflation and the war in Ukraine. The US Federal Reserve has become even more hawkish despite the increasing threat of a significant slowdown in economic growth.

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Forget what you’ve done for the last decade

Forget what you’ve done for the last decade

🕔14:37, 4.May 2022

What does this mean for our portfolios? Firstly, let’s take the situation in Ukraine following Russia’s invasion. Above all there is the human perspective, which is tragic and horrifying. But our clients also need us to examine it from an

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Revisiting U.S. growth in a challenging environment

Revisiting U.S. growth in a challenging environment

🕔10:28, 4.May 2022

Equity Perspectives: Janus Henderson provides an active approach to equity investing. The equities platform is shaped by the belief that fundamental research is the foundation for delivering long-term, risk-adjusted returns to help clients achieve their financial goals. Independent thought and

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US economy and markets look resilient regarding the Russia-Ukraine crisis

US economy and markets look resilient regarding the Russia-Ukraine crisis

🕔11:03, 3.May 2022

Market assessment: After an initial negative reaction to the Russia-Ukrainian conflict, US equities markets are now above their pre-war levels. US equity volatility has proven much lower compared to Europe, which is more exposed to the crisis and to the

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Drivers of Deep value: International Evidence

Drivers of Deep value: International Evidence

🕔09:32, 3.May 2022

Evaluating the components of deep value returns in Europe and Japan

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Impact of the rise in commodity prices on EM equities

Impact of the rise in commodity prices on EM equities

🕔10:05, 30.Apr 2022

A further rise in commodity prices is a key channel through which the conflict in Russia/Ukraine might affect the rest of EM. If the commodity price increase is sustained, some EM countries may suffer from a deterioration in the terms

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They Still Haven’t Told You

They Still Haven’t Told You

🕔20:43, 17.Apr 2022

The world’s stock markets display a decades-long pattern of overnight and intraday returns seemingly consistent with only one explanation: one or more large, long-lived quant firms tending to expand its portfolio early in the day (when its trading moves prices

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Winds of war blow on economic outlook

Winds of war blow on economic outlook

🕔08:27, 11.Apr 2022

Ukraine: where do we stand? The first month of the Russia-Ukraine war has driven volatility up across the board, though with some recent signs of stabilisation in equity markets. Europe is the area most exposed to the war – in

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Investment impacts of the war in Ukraine

Investment impacts of the war in Ukraine

🕔10:51, 4.Apr 2022

The West is united John Emerson, former U.S. ambassador to Germany Russia’s military aggression against Ukraine — Europe’s largest ground war in generations — has impacted millions of people and triggered a large-scale humanitarian crisis. From a financial perspective, the

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Standing by our prudent strategy

Standing by our prudent strategy

🕔17:45, 30.Mar 2022

Uncertainty still surrounds the Ukraine war and its economic fallout The world's major economies went into the current crisis with fairly sound fundamentals, positive growth and low unemployment. Several were still enjoying the boost from withdrawing social distancing measures introduced

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A historically challenging market regime

A historically challenging market regime

🕔15:35, 30.Mar 2022

Global outlook – Q2 2022 update Both stocks and bonds are down year-to-date as policy confusion and Russia’s invasion roil markets. We still see stocks up and bonds down for a second straight year – a first since data started

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Less growth, more inflation

Less growth, more inflation

🕔14:50, 28.Mar 2022

Small global role, but large in key areas Russia and Ukraine have big roles in key areas. such as major European countries and some emerging market economies like China. The U.S. is better positioned as a major producer of energy and

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Portfolio INSIGHTS Global Asset Allocation Views 2Q 2022

Portfolio INSIGHTS Global Asset Allocation Views 2Q 2022

🕔14:40, 28.Mar 2022

Global Asset Allocation Views In brief Tighter monetary policy, the war in Ukraine, and lingering inflation combine to put the brakes on global growth. We do not expect a global recession in 2022 but see European growth slowing to near

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Time is of the essence

Time is of the essence

🕔14:30, 28.Mar 2022

A slowdown in global growth coupled with uncomfortably high inflation The war in Ukraine has added new uncertainties for investors. The most immediate economic impact is an upward revision in inflation forecasts for this year to 5.0% and a downward

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Equity markets stumble as outlook becomes highly uncertain

Equity markets stumble as outlook becomes highly uncertain

🕔14:32, 24.Mar 2022

Financial assets have undergone a significant repricing in the past quarter. Global growth is slowing, inflation is stubbornly high, financial conditions are tightening and Russia’s invasion of Ukraine introduces significant geopolitical instability. In the near term, punitive sanctions on Russia

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Kansen vinden in nieuwe gebieden

Kansen vinden in nieuwe gebieden

🕔13:27, 23.Mar 2022

Frontier markten bieden zeer aantrekkelijke kansen voor goed voorbereide beleggers in zowel aandelen als obligaties. Nu de opkomende markten (EM) steeds meer bekend terrein worden voor beleggers, is een avontuurlijke minderheid op zoek naar nog minder ontwikkelde markten buiten de

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Russia-Ukraine war looms over European equity markets

Russia-Ukraine war looms over European equity markets

🕔10:26, 22.Mar 2022

European equities are caught in the crosshairs of the war between Russia and Ukraine, down 12.6% Year to Date 1 . Equity risk premiums 2 in Europe have risen sharply owing to accelerating earnings yields despite the recent rise in

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Investing in growing opportunities in Europe

Investing in growing opportunities in Europe

🕔10:30, 18.Mar 2022

Key takeaways The track record of a company’s management team is a key indicator for understanding future potential. There are interesting examples of growing companies attempting to disrupt large industries. Europe is a fertile hunting ground across many different industries.

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What Could Go Wrong? The Case for Governance

What Could Go Wrong? The Case for Governance

🕔12:27, 17.Mar 2022

Environmental, social and governance (ESG) factors are all important to the sustainability of an investment. Governance may be listed last, but it should never be an afterthought for fixed-income investors. After all, by studying an organization’s governance—the practices and processes

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Wat betekent de Oekraïne-crisis voor de markten?

Wat betekent de Oekraïne-crisis voor de markten?

🕔10:14, 16.Mar 2022

De Russische invasie van Oekraïne maakt de beleggers nerveus. Maar de economische gevolgen van het conflict lijken beheersbaar. De Russische invasie van Oekraïne heeft de financiële markten onrustig gemaakt, met een sterke sell-off van aandelen en een rally van goud

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Sectors in Fed cycles

Sectors in Fed cycles

🕔16:05, 15.Mar 2022

The tragedy unfolding in the Ukraine has been the main focus for financial markets this week. The impact on global economic growth remains to be seen, but we believe that the US Federal Reserve will start tightening monetary policy by

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Shareholders meeting 2022 – What’s new?

Shareholders meeting 2022 – What’s new?

🕔12:08, 9.Mar 2022

Climate and other ESG issues are hot topics. In October 2020, The Children’s Investment Fund Foundation called on investors, advisers and regulators to ensure companies put a climate transition action plan to an annual shareholder vote, to make this the

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China: Additional policy support to spur activity after Winter Olympics

China: Additional policy support to spur activity after Winter Olympics

🕔13:00, 7.Mar 2022

On February 4, Beijing hosted the opening ceremony for the 2022 Winter Olympics. Global sporting events like this are usually a bonanza for the host country, attracting billions in investment and generating windfall revenues from tourists. However, this time round

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Barometer: Buying the dip

Barometer: Buying the dip

🕔10:52, 7.Mar 2022

Asset allocation: positioned for a rebound in stocks It’s been a gloomy start to the new year. Economic growth has disappointed, Covid cases have spiked and stocks and bonds have sold off sharply. But we believe the world economy and

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Keeping our modest equity overweight

Keeping our modest equity overweight

🕔17:14, 4.Mar 2022

BII Global weekly commentary We stick with our modest equities overweight but are not buying the recent dip yet. The main reason: confusion over the supply-driven macro environment. Stocks fell further as the Fed flagged a likely rate hike in

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Weighing the Risks of a Top-heavy Market

Weighing the Risks of a Top-heavy Market

🕔10:05, 4.Mar 2022

Three reasons why now may be the time to rethink large-cap passive allocations. U.S. large-cap markets delivered another impressive year of returns in 2021. And once again the vast bulk of gains were driven by a handful of mega-cap stocks.

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China: Additional policy support to spur activity after Winter Olympics

China: Additional policy support to spur activity after Winter Olympics

🕔17:44, 3.Mar 2022

On February 4, Beijing hosted the opening ceremony for the 2022 Winter Olympics. Global sporting events like this are usually a bonanza for the host country, attracting billions in investment and generating windfall revenues from tourists. However, this time round

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Equity Convexity and Unconventional Monetary Policy

Equity Convexity and Unconventional Monetary Policy

🕔17:44, 3.Mar 2022

In this paper, we intend to gain an understanding of the drivers of stock convexity, also known as gamma. First, using a bottom-up – firm-level – approach, we showcase that stock fundamentals, in particular metrics related to value (captured by

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Weighting for the Right One

Weighting for the Right One

🕔17:30, 3.Mar 2022

We examine eight weighting schemes frequently used in the construction of systematic equity strategies. Through the lens of both returns- and holdings-based analysis, we highlight the importance of having a close link between security weights and market prices. Ignoring prices,

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